Company · 16 open roles
Careers at Vestwell
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16 positions at Vestwell
Senior Associate, Revenue Operations - Finance
Vestwell·New York or Austin or King of Prussia or Scottsdale
Senior Associate, Revenue Operations - Finance at Vestwell. Location: New York or Austin or King of Prussia or Scottsdale. Role: ensuring pricing, maintaining databases, analyzing pricing Requirements: Experience with Salesforce/SFDC, billing and commission systems, pricing model…
529 Business Intelligence Specialist
Vestwell·King of Prussia, Pennsylvania, United States
529 Business Intelligence Specialist at Vestwell. Location: King of Prussia, Pennsylvania, United States. Role: designing models, managing reporting, automating processes Requirements: Bachelor's in CS/IS/Product Design or related,3+ years product development experience,2+ years …
Senior Finance Associate
Vestwell·Austin, Texas, United States
Senior Finance Associate at Vestwell. Location: Austin, Texas, United States. Role: reviewing contracts, reconciling accounts, managing collections Requirements: Bachelor's in Finance/Accounting, 3-5 years billing/accounts receivable or finance operations experience, Excel profic…
Senior Manager, Software Engineer (AI)
Vestwell·New York or Austin or King of Prussia or Scottsdale
Senior Manager, Software Engineer (AI) at Vestwell. Location: New York or Austin or King of Prussia or Scottsdale. Role: leading teams, defining architecture, mentoring engineers Requirements: Bachelor's in a technical field, 8+ years software engineering (3+ leading teams), prod…
Senior Associate, Retirement Plan Administration
Vestwell·New York or Austin or King of Prussia or Scottsdale
Senior Associate, Retirement Plan Administration at Vestwell. Location: New York or Austin or King of Prussia or Scottsdale. Role: conducting testing, answering questions, assisting terminations Requirements: Minimum 4 years retirement plan administration experience, strong knowl…
Senior Sales Development Representative
Vestwell·New York or Austin
Senior Sales Development Representative at Vestwell. Location: New York or Austin. Role: prospecting leads, managing pipeline, closing sales Requirements: 1+ years B2B sales experience, ability to manage full sales cycle, proven quota attainment, proficiency with Salesforce, stro…
Senior Associate, Account Manager
Vestwell·New York or Austin or King of Prussia
Senior Associate, Account Manager at Vestwell. Location: New York or Austin or King of Prussia. Role: managing relationships, resolving issues, conducting outreach Requirements: College degree or equivalent experience; 2-4 years retirement industry experience preferred; strong cu…
Senior Manager, Program Management
Vestwell·New York City or Austin or Scottsdale
Senior Manager, Program Management at Vestwell. Location: New York City or Austin or Scottsdale. Role: engaging stakeholders, developing roadmap, optimizing processes Requirements: Proven experience in program/product/operations management with cross-functional stakeholder engage…
Associate, Conversions
Vestwell·King of Prussia, Pennsylvania, United States
Associate, Conversions at Vestwell. Location: King of Prussia, Pennsylvania, United States. Role: managing conversions, coordinating settlements, reviewing transfers Requirements: Undergraduate/graduate degree in Finance or Accounting, strong Excel skills, aptitude for cash and s…
Associate, Sales Strategy
Vestwell·New York City, New York, United States
Associate, Sales Strategy at Vestwell. Location: New York City, New York, United States. Role: delivering reports, performing analysis, building dashboards Requirements: Advanced Excel and large-dataset modeling, Salesforce reporting experience, proficiency with Tableau and/or Si…
RVP, National Sales
Vestwell·Ohio or New York City or Austin or King of Prussia or Scottsdale
RVP, National Sales at Vestwell. Location: Ohio or New York City or Austin or King of Prussia or Scottsdale. Role: developing partnerships, managing pipeline, closing sales Requirements: 5+ years B2B sales experience (retirement/FinTech preferred), proven regional sales track rec…
Implementations Manager
Vestwell·New York or Austin or King of Prussia or Scottsdale
Implementations Manager at Vestwell. Location: New York or Austin or King of Prussia or Scottsdale. Role: managing onboarding, coordinating stakeholders, providing expertise Requirements: 2+ years in 401(k) onboarding/implementations or related project management; experience with…
Senior Brand Designer
Vestwell·New York or Austin or King of Prussia or Scottsdale
Senior Brand Designer at Vestwell. Location: New York or Austin or King of Prussia or Scottsdale. Role: designing campaigns, managing projects, building systems Requirements: 5+ years brand/marketing design experience, strong portfolio, expert Figma and Adobe skills, experience w…
Associate, Payroll Operations
Vestwell·New York or Austin or King of Prussia or Scottsdale
Associate, Payroll Operations at Vestwell. Location: New York or Austin or King of Prussia or Scottsdale. Role: resolving issues, analyzing data, documenting trends Requirements: Bachelor's degree (or equivalent), 1+ year experience in financial services/operations/SaaS, strong M…
Director, Product Marketing
Vestwell·New York City, New York, United States
Director, Product Marketing at Vestwell. Location: New York City, New York, United States. Role: Strategize focus, Develop positioning, Coordinate launches Requirements: 7+ years B2B product marketing, leadership experience, financial services expertise, branding and partnerships…
Business Development Associate
Vestwell·Austin or New York
Business Development Associate at Vestwell. Location: Austin or New York. Role: Prospect leads, Manage pipeline, Close sales Requirements: 1+ years in B2B sales, preferably in retirement/FinTech; strong prospecting, pipeline management, MEDDPICC; Salesforce and sales tools; excel…